Coverage

Institutional Managers

Institutional filers with quarterly SEC 13F disclosures.

Top Funds by AUM
Name Location Most recent filing
Pallas Capital Advisors LLC Braintree, MA 8/7/2026
Paller Financial Services Inc Centennial, CO 7/7/2026
Palliser Capital (UK) Ltd London, X0 8/13/2026
Palmer Knight Co Jacksonville, FL 8/10/2026
Palo Alto Investors LP Palo Alto, CA 8/19/2026
PALO ALTO WEALTH ADVISORS, LLC 11/12/2025
Palo Capital, Inc. 1/30/2019
Palo Duro Investment Partners, LP Chicago, IL 8/14/2026
Palogic Value Management, L.P. Dallas, TX 8/14/2026
Paloma Partners Management Co Greenwich, CT 8/14/2026
Palouse Capital Management, Inc. Spokane, WA 7/8/2026
Palumbo Wealth Management LLC Great Neck, NY 8/12/2026
Pamalican Asset Management Ltd 11/7/2025
Pamplona Capital Management, LLC New York, NY 8/14/2026
PANAGORA ASSET MANAGEMENT INC Boston, MA 8/6/2026
Pandi, LLC Kansas City, MO 8/12/2026
Pandora Wealth, Inc. Oakbrook Terrace, IL 2/4/2026
Pandowealth. LLC Peachtree City, GA 8/19/2026
Pangea Capital Gestao de Recursos Ltda. Rio De Janeiro, D5 8/19/2026
Panning Capital Management, LP 11/14/2016
Panoramic Capital Partners, LLC Lake Oswego, OR 8/7/2026
Panoramic Capital, LLC Larkspur, CA 8/14/2026
Panoramic Hills Capital Ltd Road Town, D8 8/14/2026
PANORAMIC INVESTMENT ADVISORS, LLC Denver, CO 8/13/2026
Pantechnicon Advisors LLP 7/24/2024
Pantera Capital Partners LP San Francisco, CA 8/14/2026
Pantheon Investment Group, LLC 2/11/2022
PANTHERA INVESTMENT GmbH 5/15/2015
Panview Asian Equity Master Fund 11/13/2024
Panview Capital Ltd Hong Kong, K3 8/13/2026
Papamarkou Wellner Asset Management inc. New York, NY 8/14/2026
PAR CAPITAL MANAGEMENT INC Boston, MA 8/14/2026
PARA ADVISORS LLC 11/14/2016
Paracle Advisors, LLC 5/13/2021
Paradice Investment Management LLC Denver, CO 8/5/2026
Paradiem, LLC Covington, LA 7/14/2026
PARADIGM ASSET MANAGEMENT CO LLC New York, NY 8/6/2026
Paradigm Biocapital Advisors LP New York, NY 8/14/2026
PARADIGM CAPITAL MANAGEMENT INC/NY Albany, NY 8/13/2026
Paradigm Capital Management, LLC/NV Reno, NV 8/13/2026
Paradigm Financial Advisors, LLC 2/10/2022
Paradigm Operations LP San Francisco, CA 8/14/2026
Paradigm, Strategies in Wealth Management, LLC Maple Grove, MN 7/21/2026
Paradoxiom Capital L.P. 5/15/2025
Parafestas Anastasios Boston, MA 8/12/2026
ParaFi Capital LP New York, NY 8/14/2026
Paragon Advisors, LLC College Station, TX 7/29/2026
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE Dallas, TX 5/14/2026
Paragon Associates II, Ltd Dallas, TX 2/20/2014
PARAGON CAPITAL MANAGEMENT INC Provo, UT 7/22/2026
Paragon Capital Management LLC Overland Park, KS 8/5/2026
Paragon Capital Management Ltd Denver, CO 7/29/2026
PARAGON FINANCIAL PARTNERS, INC. Woodland Hills, CA 8/7/2026
Paragon Private Wealth Management, LLC Lexington, KY 7/28/2026
Paragon Wealth Strategies, LLC 1/3/2024
Paralel Advisors LLC Denver, CO 8/11/2026
Parallax Volatility Advisers, L.P. San Francisco, CA 8/14/2026
Parallel Advisors, LLC San Francisco, CA 8/5/2026
Parameter Capital Management LLC 11/14/2014
PARAMETRIC PORTFOLIO ASSOCIATES LLC 5/16/2022
Parametric Risk Advisors LLC 11/14/2016
Parametrica Management Ltd Wanchai, K3 8/12/2026
Parasol Investment Management, LLC 4/24/2017
Parcion Private Wealth LLC Bellevue, WA 7/27/2026
ParenteBeard Wealth Management, LLC 1/28/2015
Parian Global Management LP 11/14/2022
Pariax, LLC 2/14/2024
Parisi Gray Wealth Management Mendham, NJ 7/9/2026
Park Avenue Institutional Advisers LLC New York, NY 8/4/2026
PARK AVENUE SECURITIES LLC New York, NY 7/20/2026
Park Capital Group, Inc. 5/27/2021
Park Capital Management, LLC / WI Madison, WI 7/10/2026
PARK CIRCLE Co Baltimore, MD 8/13/2026
Park Edge Advisors, LLC Cleveland, OH 7/10/2026
PARK NATIONAL CORP /OH/ Newark, OH 7/15/2026
Park Place Capital Corp Homewood, AL 8/13/2026
PARK PRESIDIO CAPITAL LLC San Francisco, CA 8/14/2026
Park Square Financial Group, LLC Roswell, GA 7/31/2026
Park State Asset Management Beverly, MA 8/7/2026
Park West Asset Management LLC San Francisco, CA 8/14/2026
Parker Financial LLC Silverdale, WA 8/3/2026
Parker Investment Management, LLC Menlo Park, CA 8/14/2026
Parkman Healthcare Partners LLC Stamford, CT 8/14/2026
Parkshore Wealth Management, Inc. Granite Bay, CA 8/7/2026
Parkside Advisors LLC 7/9/2025
Parkside Financial Bank & Trust Saint Louis, MO 5/13/2026
Parkside Investments, LLC Deerfield, IL 7/13/2026
Parkway Wealth Management Group, LLC Plano, TX 7/27/2026
Parkwood LLC Cleveland, OH 8/14/2026
Parkwoods Wealth Partners, LLC Syracuse, NY 7/27/2026
Parkworth Wealth Management, Inc. 8/13/2025
PARNASSUS INVESTMENTS, LLC San Francisco, CA 7/29/2026
Parplus Partners 5/14/2020
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC Minneapolis, MN 8/5/2026
Parrish Capital LLC Kennesaw, GA 4/28/2026
Parsec Financial Management, Inc. 4/6/2023
Parsifal Capital Management, LP Greenwich, CT 8/13/2026
Parsonex Advisory Services, Inc. Englewood, CO 8/10/2026
PARSONS CAPITAL MANAGEMENT INC/RI Providence, RI 7/24/2026
PARTHENON LLC Louisville, KY 7/23/2026
Partner Investment Management, L.P. 2/14/2020
PartnerRe Asset Management CORP Stamford, CT 7/1/2026
PartnerRe Principal Finance Inc. 10/27/2016
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 11/13/2017
PARTNERS CAPITAL INVESTMENT GROUP, LLP Boston, MA 8/13/2026
Partners Group Holding AG Baar Zug, V8 8/4/2026
Partners in Financial Planning Salem, VA 8/10/2026
Partners Value Investments L.P. Hamilton, D0 8/14/2026
PARTNERS WEALTH MANAGEMENT, LLC Carmel By The Sea, CA 7/21/2026
Partnership Wealth Management, LLC Towson, MD 7/10/2026
Partnervest Advisory Services LLC 11/3/2020
PARUS FINANCE (UK) Ltd London, X0 7/21/2026
Parus Finance SA Paris, I0 6/26/2014
Parvin Asset Management, LLC Sioux Falls, SD 8/14/2026
Parvus Asset Management Europe Ltd 5/15/2025
Parvus Asset Management Jersey Ltd St. Helier, Y9 8/14/2026
Pasadena Private Wealth, LLC Pasadena, CA 8/10/2026
Passaic Partners LLC Newark, NJ 8/14/2026
Passive Capital Management, LLC. Baltimore, MD 8/10/2026
Passport Capital, LLC 2/14/2020
Passumpsic Savings Bank St. Johnsbury, VT 2/5/2026
PASTEL & ASSOCIES SA 10/11/2018
Pathfinder Wealth Consulting, Inc. Wilmington, NC 7/10/2026
Pathlight Investors LLC 2/19/2019
PATHSTONE FAMILY OFFICE, LLC 1/16/2024
Pathstone Holdings, LLC Englewood, NJ 8/13/2026
PATHWAY CAPITAL MANAGEMENT, LP Irvine, CA 8/3/2026
Pathway Financial Advisers, LLC Auburn, IN 7/30/2026
Pathway Financial Advisors LLC South Burlington, VT 7/6/2026
PATHWAY WEALTH MANAGEMENT LLC Dallas, TX 7/20/2026
Patient Capital Management, LLC Baltimore, MD 8/13/2026
Patient Square Capital LP Menlo Park, CA 8/12/2026
PATRICK M SWEENEY & ASSOCIATES, INC Libertyville, IL 8/10/2026
Patrick Mauro Investment Advisor, INC. Oak Brook, IL 8/10/2026
Patriot Financial Group Insurance Agency, LLC Westborough, MA 7/16/2026
Patriot Financial Partners GP II, L.P. Radnor, PA 8/13/2026
PATRIOT FINANCIAL PARTNERS GP, LP 8/13/2025
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Knoxville, TN 7/15/2026
Patriot Wealth Management, Inc. 1/7/2019
PATRIZIA Pty Ltd 10/11/2024
PATRON PARTNERS, LLC Houston, TX 8/11/2026
PATTEN & PATTEN INC/TN Chattanooga, TN 8/5/2026
Patten Group, Inc. Chattanooga, TN 8/6/2026
PATTON ALBERTSON MILLER GROUP, LLC Chattanooga, TN 7/22/2026
PATTON FUND MANAGEMENT, INC. New York, NY 7/13/2026
Paul John Balson 2/17/2021
Paul R. Ried Financial Group, LLC Bellevue, WA 7/6/2026
PAULSON & CO. INC. Jersey City, NJ 8/14/2026
Paulson Wealth Management Inc. West Palm Beach, FL 8/4/2026
Pavadi Capital LLC 2/14/2024
Pavaki Capital Management LLC Pueblo, CO 8/7/2026
Pavion Blue Capital, LLC Newport Beach, CA 8/7/2026
PAX Financial Group, LLC San Antonio, TX 8/5/2026
PAYDEN & RYGEL Los Angeles, CA 7/31/2026
PAYDEN & RYGEL INVESTMENT GROUP 10/9/2024
Payne Capital LLC Lake Oswego, OR 8/11/2026
Payne Capital Management, LLC New York, NY 8/14/2026
PayPay Securities Corp Tokyo, M0 7/23/2026
PB INVESTMENT PARTNERS, L.P. Burlingame, CA 8/14/2026
PBCay One RSC Ltd Al Maryah Island, C0 7/27/2026
PBMares Wealth Management LLC 10/27/2025
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen, G7 7/16/2026
PCA Investment Advisory Services Inc. Cincinnati, OH 7/27/2026
PCB Capital LLC East Brunswick, NJ 7/20/2026
PCG ASSET MANAGEMENT, LLC Gladstone, NJ 7/27/2026
PCG Wealth Advisors, LLC Overland Park, KS 8/3/2026
PCJ Investment Counsel Ltd. Toronto, A6 8/12/2026
PCM Encore, LLC Aspen, CO 8/11/2026
PCO INVESTMENT MANAGEMENT LP 8/14/2015
PDS Planning, Inc Dublin, OH 8/5/2026
PDT Partners, LLC New York, NY 8/14/2026
Peachtree Investment Advisors, Inc. 1/14/2019
Peachtree Investment Partners, LLC Indian River Shores,, FL 8/6/2026
Peak Asset Management, LLC Louisville, CO 8/13/2026
Peak Capital Management LLC 4/1/2020
PEAK FINANCIAL ADVISORS LLC Denver, CO 7/17/2026
Peak Financial Management, Inc. Wellesley, MA 7/20/2026
Peak Investments, LLC 8/13/2015
Peak Planning Group, LLC Centennial, CO 8/12/2026
Peak Retirement Planning, Inc. Columbus, OH 8/10/2026
Peak Ten Capital LLC 11/16/2015
Peak Wealth Management LLC Nashua, NH 7/14/2026
Peak XV Partners Operations LLC Trianon, O4 8/14/2026
PEAK6 Investments LLC 11/14/2024
PEAK6 Investments, L.P. 8/15/2018
PEAK6 LLC Austin, TX 8/12/2026
PeakShares LLC Tampa, FL 8/11/2026
PEAPACK GLADSTONE FINANCIAL CORP Bedminster, NJ 8/14/2026
Peapod Lane Capital LLC Bedford Hills, NY 7/27/2026
PEAR TREE ADVISORS INC 8/12/2016
Pearl Planning LLC Dexter, MI 7/21/2026
Pearl River Capital, LLC 11/13/2025
PEAVINE CAPITAL, LLC Reno, NV 7/22/2026
PECAUT & CO. Sioux City, IA 8/3/2026
Peck Wealth Management, LLC White Plains, NY 7/31/2026
PECONIC PARTNERS LLC New York, NY 8/14/2026
PEDDOCK CAPITAL ADVISORS, LLC Braintree, MA 7/22/2026
PEG CAPITAL MANAGEMENT INC /NH/ 5/6/2015
Pegasus Asset Management, Inc. Morristown, NJ 8/5/2026
Pegasus Partners Ltd. 11/1/2024